Investment Planning

Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. The key argument for going Roth can be summed up in a...

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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Round Bank deposits and are not FDIC insured. These products are not obligations of the Round Bank and are not endosed, recommended or guaranteed by Round Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Round Bank and Investment Solutions are not registered broker/dealers and are not affiliated with LPL Financial.

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